Accelerate marketing & sales with proven CRM strategies

At a certain point in growth, organizations require a CRM to connect sales and marketing initiatives. ROOT3 specialists deploy deep knowledge of both Salesforce and HubSpot to increase revenue, improve ROI, automate workflows, and move contacts through the funnel faster. Whether an organization needs a comprehensive CRM implementation and integration project, or CRM management and reporting, all organizations can benefit from one cohesive strategy that provides transparency, efficiency, and visibility into all business development and operations efforts.

CRM Implementation Process

ROOT3’s MILESTONE PROCESS ENSURES PROPER IMPLEMENTATION, INTEGRATION & ADOPTION.

MILESTONES

Review CRM goals, pain points, success metrics, and establish champion group

Define the customer/client journeys by decision maker

Determine pipelines, stages and automations

Implement all necessary fields, objects

Migrate over all current data, pipelines and files

Identify necessary reports/build reports, build custom dashboards for team members

Implement training schedule based on groups

Schedule weekly office hours for 30 days

Develop a playbook for future reference

CRM ADMINISTRATION CAPABILITIES

Onboarding a new CRM into an organization is only half the battle. Once operational, adoption and ongoing administration are crucial. Our team specializes in integrating CRM into existing business platforms, setting up custom reporting, keeping data consistent and clean, and developing custom workflows and processes that move contacts through the funnel faster.

  • Build custom reports for the sales & marketing teams

    Develop dashboards for sales & marketing teams

    Email marketing reports & optimization

  • Content creation

    Workflow/drip series development

    Task triggers

    Decision trees

  • Maintain clean data

    Update custom fields

    Identify gaps in database

INTEGRATIONS

CONNECT WITH THE ROOT3 CRM TEAM

As HubSpot certified platinum partners, our team is well versed in implementing and integrating the following HubSpot Hubs into daily business operations: HubSpot Marketing, HubSpot Sales, HubSpot Service and HubSpot Operations. We look forward to meeting you and discussing your CRM goals and how our team can ensure proper implementation, integration, and adoption.

  • This field is for validation purposes and should be left unchanged.